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Author Topic: Dashboard & relationships  (Read 1639 times)

FatherShawn

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Dashboard & relationships
December 02, 2008, 09:21:57 am
I'm setting up front-end dashboard in Joomla.  When viewing my own dashboard, my existing relationships did not initially display.  Edit and save on a relationship added that relationship to the dashboard.  Is there a global fix?

I selected the view/edit checkbox for my household in the household relationship.  Clicking on the dashboard link for my household on my own dashboard displays an empty household dashboard - no groups, no relationships displayed.

Are any others using this feature and does it work for you?
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Kurund Jalmi

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Re: Dashboard & relationships
December 02, 2008, 09:28:31 am
This is a new feature that is been added in CiviCRM v2.1. More details do check: http://issues.civicrm.org/jira/browse/CRM-2963

Kurund
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FatherShawn

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Re: Dashboard & relationships
December 02, 2008, 10:32:34 am
Quote from: FatherShawn on December 02, 2008, 09:21:57 am
When viewing my own dashboard, my existing relationships did not initially display. 

The demo user's relationships do not display in the Drupal demo's My Dashboard...

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petednz

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Re: Dashboard & relationships
December 02, 2008, 10:43:24 am
Yes it is working for us but can't confirm if it only works for relationships that were created in 2.1 since the one I checked was a new set up. See image and note that it shows under my 'contacts and organisations'.

Good luck
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Dave Greenberg

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Re: Dashboard & relationships
December 02, 2008, 05:03:08 pm
Quote from: FatherShawn on December 02, 2008, 10:32:34 am
The demo user's relationships do not display in the Drupal demo's My Dashboard...

Relationships need to be "permissioned" to display in the Contact Dashboard. This happens "automatically" when you make a contribution or signup for membership using the "On Behalf of an Organization ..." feature. Otherwise, you need to manually permission the relationship by editing it and checking the box -

[ x ] 'contact name' can view and update information for  'related contact name'

http://drupal.demo.civicrm.org/civicrm/contact/view/rel?action=update&reset=1&cid=105&id=154&rtype=a_b
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FatherShawn

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Re: Dashboard & relationships
December 03, 2008, 03:46:55 am
Thanks Dave!

That makes sense!
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